T.

[⭐JC 🏹 @niftywizard]

Tatapower towards previous day low and last week low!

[🇮🇳 Focused Investing @ParveenBhansali]

#AstraMicrowave

Powerful growth triggers from their Q4FY26 Concall 👇

1. Uttam AESA Radar Orders
Negotiations with HAL are in final stages.
Management expects orders in:
Q2 or Q3 FY27.
This is among the biggest indigenous fighter radar programs in India.

2. QRSAM Production Orders
BEL is expected to receive the main QRSAM contract.
Once BEL receives the order, Astra should start receiving large subsystem orders within a few months.

3. Su-30 Upgrade Program
Astra is involved in:
Virupaksha AESA Radar
Angad Electronic Warfare Pod
These are massive fleet wide upgrade opportunities for India's Su-30 aircraft.

4. Astra Rafael Comsys (ARC)
The JV has become a serious earnings engine.
FY27 expectations:
Revenue > 600 crore
EBITDA margin: 18-20%
Astra's profit share expected to improve significantly.

5. 1600+ Crore Order Pipeline Visible
Management has visibility for:
₹1,600 crore+ new orders in FY27
Mix:
45% Radar
25% EW + Missile
25% Space & Meteorology
This provides strong revenue visibility.

6. Defence Space Constellation Opportunity
Astra delivered critical subsystems for a strategic defence satellite.
Management expects repeat orders because future satellite constellations are planned.

7. Counter-Drone Opportunity
The company's:
Drishti Counter-Drone Radar
Lightweight Radars
Bird Detection Radars
are approaching commercialization.

8. Ground Penetrating Radar
Developed with a startup partner.
Trials completed. Tender participation has started.

9. Photonics Radar & Digital Array Radar
These are next generation radar technologies.
Astra has already:
Developed Digital Array Radar subsystems.
Delivered Photonics Radar solutions to DRDO.
Few Indian listed companies are working at this technology level.

10. Space-Meteorology Demerger
The proposed demerger could unlock value by:
Creating a focused defence business.
Giving separate valuation to space & meteorology operations.
Improving capital allocation.

Most investors still view Astra Microwave as a radar subsystem supplier.
Management is clearly signaling a transition toward:
Subsystems to Systems to DCPP to Proprietary IP Products to Global Exports

If execution remains strong, the biggest trigger may not be a single order, but the market eventually rerating Astra as a high technology defence platform company rather than a component supplier.

[🇮🇳 Focused Investing @ParveenBhansali]

#GarwareHiTech
Amazing Facts from Garware Hi-Tech Q4FY26 Concall 👇

1. Proprietary manufacturing know how is the biggest moat for Garware Hi-Tech

Management explicitly stated in concall that its Sun Control Film (SCF) manufacturing lines have unique operations built in house and that competitors do not possess the same manufacturing configuration. They described their SCF process as a "unique model" that others struggle to replicate.

And this is very important because:
- Films look simple but coating technology is complex.
- Nano-dispersion, adhesives, metallization and coating recipes take years to develop.
- Customers validate products for years before switching suppliers.

2. Garware Hi-Tech has got very strong pricing power.

A true test of pricing power is whether a company can pass on raw material inflation.

Garware management repeatedly stated in Concall that _they were able to pass most raw material increases to customers and negotiated price hikes successfully._

Because film cost is only a small portion of the customer's total project cost:
- Automotive PPF installation
- Building glass protection
- Airport projects
- Hospitality projects

Customers focus more on performance than a few percentage points of material cost.

3. Garware Hi-Tech is arguably the most recognized Indian brand in:
- Paint Protection Films (PPF)
- Automotive Sun Control Films
- Architectural Films

Management in concall claims they helped create awareness of PPF in India when the category was still nascent. This matters a lot because installers, dealers and consumers increasingly ask for Garware by name.

4. Garware Hi-Tech global reach is hard to replicate as the company exports to 90+ countries.

Few Indian specialty chemical/film companies have:
- U.S. presence
- Middle East presence
- Europe distribution
- Domestic leadership

This diversification reduces dependence on any one geography.

5. A hidden fact many investors miss:

Management repeatedly called Sun Control Film their No.1 product and said it contributes around 50% of revenues. Growth remains very strong despite already having deep market penetration.

This indicates leadership in the largest category, not just the fastest growing one.

6. A revealing comment from Garware Hi-Tech management in Concall:

They stated that their product characteristics, nano dispersion technology and adhesive systems are unique enough that replacing Garware products is difficult even if a customer tries to manufacture internally.

That suggests:
- Long qualification cycles.
- High switching costs.
- Product performance moat.

7. Garware Hi-Tech - The most valuable hidden asset

Market may still be underestimating Garware's combination of technology, brand plus D2C distribution.

Many companies have technology. Many companies have brands.

But very few have:
- Proprietary film technology.
- Strong installer network.
- Global exports.
- Growing D2C channels.
- Ability to earn 25-40% higher margins through direct sales.

In India, Garware occupies a very strong niche position in premium film solutions and is one of the few domestic players with global scale technology and distribution.

[🇮🇳 Focused Investing @ParveenBhansali]

1️⃣GE Vernova T&D/Siemens Energy
- Power evacuation supercycle
2️⃣TD Power/Kirloskar Oil Engines
- Generator & power equipment play
3️⃣Aditya Infotech (CP Plus)
- STQC + Railways RFP
4️⃣ V2 Retail
- Bharat consumption compounding
5️⃣KEC International/Kalpataru Projects – T&D EPC leverage
6️⃣Data Patterns/Astra Microwave - High-margin defence electronics

[Gajender Yadav @imYadav31]

How low is this for low cost airline??
@IndiGo6E please train your staff.

[Ankit Chaudhary @entrepreneur987]

CNBC TV18 at 11:39 AM = SEBI's consultation paper on ending weekly expiry

ET NOW at 5 PM = SEBI has no proposal to end weekly expiry as of now

Both news channels quoting sources and playing exactly opposite news on their respective channels

Will anyone from @MIB_India inform them that their job is to provide actual news and not source based wrong news

Will anyone from @SEBI_India @SEBI_updates inform them that their source based news is actually causing more loss to traders than the weekly expiries itself

Will anyone from @FinMinIndia @nsitharaman @nsitharamanoffc take action on these news channels for causing unnecessary panic among investors for spreading same fake news every week

[T. @hoppypoker]

@X
Most fake news amd then apollogizing behaviour @REDBOXINDIA
Must be banned

Publish fake news under the claim (from sources) and then deny or correct it

Seems propaganda driven

[T. @hoppypoker]

@sumitkbehal Verified x account and this much misinformation spreading
That too branding hdfc bad quality
Rofl

[T. @hoppypoker]

@niftywizard Thank you

[T. @hoppypoker]

@StocksResearch They do to just get views
Negative publicity
Ignore them AF

[Mountain Rats @mountain_rats]

BCCI should make it clear with every cricketer, commentator, broadcaster etc that if, moving forward, you want to be a part of PSL, the doors to IPL will be forever shut for you!! Ya toh idhar ya udhar!!!

.@BCCI

RT if you agree! Nation should come first , ALWAYS!

[T. @hoppypoker]

@realDonaldTrump @Sanjay__Harsora Your words should carry meaning
No.more imf funding

[Donald J. Trump @realDonaldTrump]

The United States has foolishly given Pakistan more than 33 billion dollars in aid over the last 15 years, and they have given us nothing but lies & deceit, thinking of our leaders as fools. They give safe haven to the terrorists we hunt in Afghanistan, with little help. No more!

[Prem Doshi 🇮🇳 @StocksResearch]

Pretty rich of @JDVance to say not our war to fight while they consistently fund the rogue and terrorist nation of Pakistan and also arm them with fighter jets.

Fair if not your war to fight, but why are you giving alms and arms to fight the war then?

Any comments @elonmusk?

[Famy ⚡ @FamyRasheed]

🚨Which Nifty Index is Leading the Race?
Check Out the last 1Y, 3Y, 5Y, 10Y returns

♦️Momentum indices outperformed broad-based indices over long term 5, 10 years (but very volatile in last 1, 3 year period)

♦️Smallcap250 Quality 50 have done better than Smallcap250 in all time periods

♦️Nifty MidSmall Healthcare have consistently given 2 digit returns across all time periods

♦️NIFTY FINANCIAL SERVICES EX-BANK have done better than Nifty Bank across all time periods

-data as on 31-Mar-25

[T. @hoppypoker]

@ethoswatches
Watch Under Repair SRF No : SRFEGCC2425-0297

Been over month
Are you guys even repairing

[Subhadip Nandy @SubhadipNandy16]

I strongly suggest that the NSE and BSE chiefs resort to a duel. Whoever wins gets to set the expiry dates for both exchanges.

Hamein pagal banana bandh karo babulog 😡

[T. @hoppypoker]

@NagpurHaldirams false advertising of 24/7 went in at 3.05 am
It was closed and said will be closed till 5.15

Why misguide people
I didnt pack food accordingly

[Subhadip Nandy @SubhadipNandy16]

Black Friday sale is ON!

Courtesy @tradingview
I have three annual plans to give away (1 Premium, 1 Plus, 1 Essential plan).

To participate just retweet and like this post, I will pick 3 randomly. Contest ends 27th Nov 2024

[CA Bijay Kr Sharma @Bijay_reborn]

@DCDeoghar hi sir, we are going to Deoghar since almost 30 years on monthly basis. And there are atleast 50000 monthly pilgrims from Kolkata.Since last 4 months the VIP ticket counter opens after 7.30 pm which makes it very difficult to catch late morning train back to Kolkata. (We used to take either jan shatabdi or Nangla Dam express at 9.40 pm from Jaisidhi)

I will request you to urgently look in this matter and start selling VIP darshan tickets from 6 am.

Also plz look into allowing pilgrims in srinagar Puja in morning. This is also stopped since many months.

Your office can DM me for further communication in this matter.

Will request urgent solution plz..